方舟投資首席執行官凱西·伍德（Cathie Wood）表示，加密貨幣ETF可能會保持自己的位置

方舟投資首席執行官凱西·伍德（Cathie Wood

Crypto exchange-traded funds (ETFs) will likely keep their place in the market even as crypto wallet adoption grows over the next decade, ARK Invest CEO Cathie Wood said on May 23.

ARK Invest Cathie Wood在5月23日表示，即使加密貨幣錢包的收養不斷增長，加密交易所交易的資金（ETF）也可能會在市場上保持其位置。

“I think ETFs are an important stepping stone because, you know, wallets seem so complicated, so much friction for consumers, they just wanna push a button,” Wood said at the Solana Accelerate event in New York.

伍德在紐約的Solana Accelerate活動中說：“我認為ETF是一塊重要的墊腳石，因為您知道，錢包看起來很複雜，對消費者來說太多了，他們只是想按下一個按鈕。”

“So ETFs for those who want the convenience, I don’t think, will lose a lot of their luster. But they will be a stepping stone into … wallet-based.”

“因此，對於那些想要便利的人來說，ETF不會失去很多光澤。但是，他們將是一塊基於……錢包的墊腳石。”

Bitbo data suggests that there are around 200 million active Bitcoin (BTC) wallets worldwide.

BITBO數據表明，全球大約有2億個活躍比特幣（BTC）錢包。

Meanwhile, the trading week ending May 23 saw approximately $2.75 billion in inflows into US-based spot Bitcoin ETFs, coinciding with Bitcoin reaching a new all-time high of $111,970 on May 22. Since spot Bitcoin ETFs launched in the US in January 2024, approximately $44.49 billion in inflows have been recorded, according to Farside data.

同時，截至5月23日的交易周大約有27.5億美元流入了美國現貨比特幣ETF，與比特幣達到了5月22日的新歷史高點111,970美元。由於現貨比特幣ETF於2024年1月在美國推出，大約是44.9億美元的流入量，該數據已記錄在流入中。

Moreover, spot Ether (ETH) ETFs have seen approximately $2.77 billion in inflows since launching in July 2024.

此外，自2024年7月推出以來，現貨Ether（ETH）ETF的流入量約為27.7億美元。

Wood said that spot Ether ETFs were “less successful than people were expecting” because the US Securities and Exchange Commission did not allow staking. On May 21, the SEC delayed its decision on Bitwise’s application to add staking to its Ether exchange-traded fund.

伍德說，由於美國證券交易委員會不允許積累，因此Ether ETF“比人們預期的要么成功”。 5月21日，SEC推遲了對Bitwise的申請的決定，以增加其以太交易所交易基金的股份。

However, Wood still views Ether as the entry point for new investors to familiarise themselves with smart contracts before exploring other cryptocurrencies, such as Solana (SOL).

但是，伍德仍然將以太視為新投資者在探索其他加密貨幣之前（例如Solana（Sol））之前熟悉智能合約的切入點。

“So they might start in the smart contract world with Ether, but once they study the technology, and follow the developers, and see the uptake by consumers, I think they will get there.”

“因此，他們可能會從Ether的智能合同世界開始，但是一旦他們研究了技術並關注開發人員，並看到消費者的吸收，我認為他們會到達那裡。”

Related: ‘We are worried about a recession,’ but there’s a silver lining — Cathie Wood

相關：“我們擔心經濟衰退”，但有一線希望 - 凱西·伍德（Cathie Wood）

The ARK Invest CEO went on to say that the launch of US President Donald Trump’s memecoin, Official Trump (TRUMP), in January on the Solana network may have caused investors to be skeptical of Solana.

方舟投資首席執行官接著說，美國總統唐納德·特朗普（Donald Trump）的紀念官員特朗普（特朗普）在一月份在索拉納（Solana）網絡上發起了官方特朗普（特朗普），可能導致投資者對索拉納（Solana）持懷疑態度。

“Institutions and you’re saying 60-year-olds…I think they might be a little turned off by what happened with the Trump memecoin,” Wood said. Just days after its launch on Jan. 17, TRUMP slid around 50% after the president made no crypto-related "day one" executive orders.

伍德說：“機構，你說的是60歲的孩子……我認為他們可能會被特朗普成員發生的事情拒之門外。”在1月17日啟動後的幾天后，特朗普在總統沒有下達與加密相關的“第一天”執行命令後滑行約50％。

“I mean, that might scare them.”

“我的意思是，這可能會嚇到他們。”

Her comments came in response to ETF analyst Eric Balchunas making the point that Bitcoin is "so easy" to explain to a "boomer or adviser" as being digital gold, but other cryptocurrencies "are tougher."

她的評論是對ETF分析師Eric Balchunas的回應，指出比特幣“很容易”向“ Boomer或Adviser”解釋為數字黃金，但其他加密貨幣更加艱難”。

Balchunas also stated that he is not sure if there will ever be enough liquidity in crypto markets to sustain a large-scale ETF market.

Balchunas還表示，他不確定加密貨幣市場是否會有足夠的流動性來維持大規模的ETF市場。

“I think we’re going to an interesting place because there’s going to be so much more liquidity in the ETF market than in the underlying coins. So I don’t know how it’s going to work out in the long term.”

“我認為我們要去一個有趣的地方，因為在ETF市場上會比基礎硬幣更多的流動性。因此，我不知道從長遠來看它將如何解決。”

However, Balchunas noted that the recent launch of several new crypto ETFs, including those focused on gaming and the metaverse, is a positive development.

但是，Balchunas指出，最近推出了幾個新的加密ETF，包括專注於遊戲和元元的人，這是一個積極的發展。

“It’s going to be interesting to see what happens with the gaming and metaverse ETFs. I think there’s a lot of potential there.”

“看到遊戲和元評估ETF會發生什麼會很有趣。我認為那裡有很多潛力。”

Wood added that her Solana price target is in progress and that she will share it once the research is complete.

伍德補充說，她的Solana價格目標正在進行，一旦研究完成，她將分享它。

In April, ARK raised its "bull case" Bitcoin price target from $1.5 million to $2.4 million by the end of 2030, which is being driven by the increasing adoption of Bitcoin by institutional investors and its role as "digital gold."

四月份，方舟將其“牛案”的比特幣價格目標從2030年底提高到240萬美元，這是由於機構投資者對比特幣的越來越多及其作為“數字黃金”的作用所驅動的。